Probate
Selling estate property
The largest single task in most administrations, with authority questions and tax consequences worth understanding first.
Topic
basis
Every Beneficiary Blueprints article tagged basis — 4 pieces across 2 sections.
Estate Tax
Valuing an estate properly
Date-of-death values determine tax, basis and the fairness of any division, and reconstructing them later is difficult.
Estate Tax
The step-up in basis and why it matters more than estate tax
For the overwhelming majority of families, the capital gains treatment of inherited assets is the tax provision that actually affects them.
Estate Tax
Lifetime gifting and how it is treated
The gift tax rules are simpler than most people assume, and the reasons to gift are narrower than the advice suggests.